NAEA membership can save you money.

We have partnered with organizations that provide discount rates exclusively for NAEA members. These high-quality discounts will suit your needs and budget for your businesses, employers, or associations.

Are you interested in becoming a business partner? NAEA offers a Strategic Partners Program, designed to build relationships between the tax practitioners and businesses.

NAEA 50th Commemorative Store

Grab your 50th anniversary swag and show your EA pride by shopping our company store. From messenger bags and drinkware to dress and casual shirts, we’ve got your celebration swag here.

Our Proud Partners

The Arrow Group is an independent insurance agency that has deep roots in the community combined with an experienced team of producers and support staff. Serving as the risk manager for many local and regional clients that include oil and gas contractors, retail businesses, wholesale operations, manufacturers, contractors, and professional offices, The Arrow Group provides custom insurance programs for each risk. Our core company values include the belief that every employee is an integral part of our success.

Avis Car Rental operates one of the world’s best-known car rental brands with approximately 5,450 locations in more than 165 countries. Avis has a long history of innovation in the car rental industry and is one of the world’s top brands for customer loyalty. NAEA members can save up to 25% off Avis base rates plus get other great offers.

Budget Car Rental is one of the world’s best-known car rental brands with approximately 3,350 locations in more than 120 countries. Budget is an industry leader in providing vehicle rental services to value-conscious travelers and also operates the second-largest truck rental business in the United States, through a network of approximately 1,650 locations. NAEA members can save up to 25% off Budget base rates plus get other sweet deals.

CalSurance Associates has over 50 years of experience delivering comprehensive insurance products, exceptional service, and proven results to over 150,000 insured. CalSurance offers professional liability coverage exclusively available to NAEA members, including low Annual premiums and personal data compromise.

Make your next getaway extraordinary and travel with Collette. Collette offers travelers 100 years of guided touring experience, more than 160 tours to all seven continents and full-time industryleading tour managers. 24/7 support guides you every step of the way to your next adventure, which will include more local cuisine, inclusive activities and flights out of any gateway. 

Members can save up to $600 per person on their next guided travel tour.

Constant Contact is built to simplify the complex and confusing task of marketing your idea, even if you’re a beginner. Our award-winning team of marketing advisors are there for every customer, every step of the way, offering live, real-time marketing advice on the phone or online.

CPACharge provides accountants, bookkeepers, CPAs, and enrolled agents with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their website or from their mobile device. CPACharge also requires no contracts, setup or cancellation fees. CPACharge is trusted by the AICPA and over 40 state CPA societies.

Farmers Group SelectSM provides insurance coverage tailored to your needs. NAEA members receive special savings on auto and home insurance.

GetNetSet offers custom website creation specifically for accounting professionals, and is best suited for small to mid-sized firms. NAEA members get a 20% discount on website management services, including web development, content updates, search engine optimization, and much more.

Hotel Engine is a free and exclusive members-only hotel booking platform that connects members to deeply discounted hotel rates. Find discounts at more than 400,000+ hotels globally with no contracts, annual fees or minimum spends.

Lenovo Members of NAEA are eligible to save up to 30% off the everyday public web price of the entire line of Lenovo products, including laptops, tablets, desktops, accessories and more. Members also receive free ground shipping on all web orders and can take advantage of monthly limited-time special offers. Experience the Lenovo difference! For more information and easy ordering, call 1-800-426-7235 or visit

TakeAlong DentalSM: MetLife offers NAEA members three great dental coverage options: a Preferred Provider Organization (PPO) and Dental HMO/Managed Care (where available) and a dental discount program. Get great flexibility in benefit coverage levels that fit you best, and you can choose any dentist, in or out of the network. All options cover a broad range of important dental services. Learn more.

Office Depot is a leading provider of business services, products, and digital workplace technology solutions to small, medium and enterprise businesses. Save 10% off the regular price on more than 30,000 office supplies through the Office Depot Partner Program!

NAEA has partnered with The National Association of Registered Social Security Analysts, the nation’s leading membership organization for accountants and advisors engaged in Social Security advisory. If you want to learn more about Social Security to better serve clients, the RSSA eLearning program is for you. Become an expert Social Security Advisor – a Registered Social Security Analyst.

The RSSA eLearning program is a 5-module Social Security education program with software training.  After completing the educational program and passing the national RSSA Competency final exam, advisors are well positioned to help existing and prospective clients with their Social Security planning needs. The program is approved by the IRS, NASBA, and CFP Board for CE credits. The RSSA credential is the standard of excellence in Social Security advisory and planning. Advisors learn how to help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. Learn More.

Simplify and streamline your client data management and engagement
More than a CRM, Pacesetter brings client database management and client communications together in one easy-to-use platform. We’re your single source of truth for client records.

Paychex is the preferred provider of human resource, payroll, and benefits outsourcing services for Enrolled Agents. NAEA members receive one month free on select payroll packages for the first year as well as a 6-month money-back satisfaction guarantee.

Pitbull Tax Software is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents, and other tax professionals involved in IRS Tax Resolutions.

Thomson Reuters Checkpoint™ is the industry leader in providing trusted answers to tax and accounting professionals — including expert research, guidance, cutting-edge technology and tools, learning, and news in a variety of formats.

Prepare for the EA Exam with Surgent EA Review, an adaptive review course that customizes study material to your knowledge of exam content and lets you know when you’re ready to pass. NAEA members receive exclusive discounts on Surgent EA Review materials and packages including free access to the Surgent EA Review for Part 1 – Individuals and $150 off parts 2 and 3 or off the Premier Pass.

The Surgent Income Tax School offers comprehensive online tax courses to meet the needs of those just entering the tax profession, as well as experienced tax professionals already in the industry. NAEA members receive 15% off of the Comprehensive Tax Course and the Small Business I and II Tax Courses.

Tax Experts’ Corner™

Surgent also offers NAEA members and guests access to the monthly Tax Experts’ Corner™ series of continuing education courses, curated for Enrolled Agents and Tax Professionals. Each course qualifies for 3 IRS CE hours and is offered to NAEA members at a 10% discount through NAEA.

TaxDome is a simple, powerful workspace to manage your practice: clients, jobs, documents, teams. Growing firms and solo practitioners use TaxDome to go paperless, automate admin tasks, and get paid faster. Provide a better client experience with a fully-mobile client portal in different languages.

Tax Talk Today®The Tax Show for the Tax Pro! is an online series of programs designed to educate all tax practitioners. Each program features lively round-table discussions and the opportunity for viewers to participate by emailing questions directly to the panelists.

TheTaxBook™ is your solution for tax research. NAEA members receive discounted pricing on all materials. Voted the number one tax reference book in America over the last nine years, TheTaxBook is known for its fast-answer format, client-friendly content, and customer satisfaction rating of 98.6%. Members always receive early-bird special pricing and free shipping.

UPS® is one of the largest and most trusted Global shipping & logistics companies worldwide. NAEA members can save up to 40% off UPS® shipping services.

Verifyle logo

Verifyle is an extremely simple-to-use cloud storage and sharing tool that offers the most powerful encryption technology— a great way to store and share sensitive documents and messages with clients, colleagues and other professionals. NAEA members enjoy Verifyle Pro for free!

Verito offers fully-managed cloud hosting for your tax and accounting applications. We offer affordable turnkey solutions that are fully scalable, reliable, and secure. In addition, our expert team is available round the clock to help with your application hosting needs. We are waiving the initial setup fee for NAEA members (a $150 value). 

Wolters Kluwer is a recognized leader in the tax and accounting industry, providing the latest information impacting CPAs, tax professionals, auditors, financial planners, and other industry professionals. NAEA members can save up 25% off all selected CCH® Publications.

Wolters Kluwer CCH Intelliconnect TaxAware Center is a “one-stop shop” online resource with 24/7 access and customizable preferences and searches. Find all the current federal and state tax news in one place, FREE for all members.

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